Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II PFD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.03M+ 7.92% |
$45.6M - $48M
|
54.9M
$636M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.33M+ 2034.89% |
$26.3M - $27.7M
|
2.44M
$28.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2M+ 9.67% |
$13.5M - $14.3M
|
13.6M
$157M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
457K+ 78.02% |
$5.16M - $5.44M
|
1.04M
$12.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
372K+ 4.68% |
$4.21M - $4.43M
|
8.33M
$96.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
372K+ 4.68% |
$4.21M - $4.43M
|
8.33M
$96.5M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
331K+ 1520.08% |
$3.74M - $3.94M
|
353K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
292KNew |
$3.3M - $3.47M
|
292K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
263K+ 92.93% |
$2.97M - $3.13M
|
546K
$6.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
234KNew |
$2.65M - $2.79M
|
234K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
220K+ 25.39% |
$2.48M - $2.62M
|
1.09M
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
215KNew |
$2.42M - $2.55M
|
215K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197K+ 5.66% |
$2.23M - $2.35M
|
3.68M
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172K+ 58.97% |
$1.94M - $2.05M
|
464K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
171K+ 696.78% |
$1.93M - $2.03M
|
196K
$2.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
153KNew |
$1.73M - $1.82M
|
153K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 0.98% |
$1.63M - $1.72M
|
14.9M
$173M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
131KNew |
$1.48M - $1.56M
|
131K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126K+ 11.81% |
$1.42M - $1.5M
|
1.19M
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
113KNew |
$1.27M - $1.34M
|
113K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
109K+ 201.36% |
$1.24M - $1.3M
|
164K
$1.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
105K+ 38.61% |
$1.18M - $1.25M
|
376K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
95.1K+ 283.11% |
$1.07M - $1.13M
|
129K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.1K+ 10.28% |
$938K - $988K
|
891K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.3K+ 3.66% |
$839K - $884K
|
2.1M
$24.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.3K+ 4.88% |
$727K - $766K
|
1.38M
$16M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
63.2KNew |
$714K - $752K
|
63.2K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61.8K+ 222.33% |
$699K - $736K
|
89.7K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
59.1K+ 1.75% |
$668K - $704K
|
3.44M
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.9K+ 73.67% |
$655K - $690K
|
137K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.3K+ 1405.25% |
$648K - $682K
|
61.4K
$711K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57.2K+ 57.44% |
$646K - $680K
|
157K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
56.9K+ 4.95% |
$643K - $678K
|
1.21M
$14M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
55K+ 4.67% |
$622K - $655K
|
1.23M
$14.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
51.8KNew |
$585K - $616K
|
51.8K
$599K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48.7K+ 71.1% |
$550K - $579K
|
117K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.8K+ 43.17% |
$529K - $557K
|
155K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
46.1K+ 3.64% |
$521K - $549K
|
1.31M
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
41.5KNew |
$469K - $494K
|
41.5K
$481K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
40.6K+ 125.47% |
$459K - $483K
|
72.9K
$845K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40K+ 11.26% |
$452K - $476K
|
395K
$4.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38K+ 8.53% |
$430K - $453K
|
484K
$5.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.5K+ 4.11% |
$413K - $435K
|
925K
$10.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
34.9KNew |
$395K - $416K
|
34.9K
$404K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.3K+ 34.07% |
$376K - $396K
|
131K
$1.52M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
32.3KNew |
$365K - $384K
|
32.3K
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32K+ 8.18% |
$361K - $380K
|
423K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.1KNew |
$340K - $358K
|
30.1K
$349K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
28.7K+ 4.28% |
$325K - $342K
|
700K
$8.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5KNew |
$299K - $315K
|
26.5K
$307K
|